See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,614 | $80,753-47.2% | $136,294-68.7% | $62,292-31.6% |
| Participation rate | 98.6% | 73.5%+25.1pp | 81.9%+16.7pp | 69.5%+29.1pp |
| Annual return | 24.43% | 35.83%-11.4pp | 5155.94%-5131.5pp | 28.90%-4.5pp |
| Employer contribution / active EE | $17 | $2,884-99.4% | $4,695-99.6% | $2,042-99.2% |
| Participant deferral / active EE | $5,107 | $5,164-1.1% | $6,247-18.2% | $3,169+61.2% |
| Admin fee / account holder | $1 | $525-99.8% | $9,243-100.0% | $479-99.8% |